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Job and inquiry tracking you can handle from a ladder
A CRM for tradespeople keeps jobs and inquiries in one place: who reached out, what they need, when you're going to look at the job and who is still waiting for a quote. LeedFox replies to every new inquiry by SMS and e-mail on its own, so the customer knows you have it, even while you're grouting tiles.
You have plenty of work. What gets lost is the work you haven't booked yet.
The customer writes in the evening, you reply tomorrow
Painting, tiling, new floors: people send inquiries from the couch and contact several tradespeople at once. By the time you get to your phone after work, they're already talking to someone else.
Jobs tracked in a notebook, in your head and in your photos
Bathroom measurements on a receipt, photos on your phone, a date promised over the phone. One lost scrap of paper and a customer is waiting for a quote you don't know about.
A long gap between the quote and the start date
When you're booked up, you schedule far ahead. Meanwhile the customer changes their mind or forgets, and you find out when nobody answers the door.
What a job looks like in LeedFox
Inquiries log themselves
From your website form, a Facebook or Instagram ad, or a lead portal through a webhook. Upload ongoing jobs from your notebook or spreadsheet once with a CSV file.
The customer knows where they stand right away
An automatic SMS and e-mail say thanks and ask what you need to know: what kind of work, where and how big the space is. You find the reply on the inquiry.
Site visit and quote
The customer picks a time for the site visit themselves, or you enter it after a phone call. After the visit, build the quote in the editor and send it as a PDF.
Done, then a review
Move the job through the pipeline all the way to handover. When it's finished, send the customer a link to review you on Google, and new inquiries come in more easily.
Job tracking from the first message to handover
- 1New inquiry
- 2Site visit booked
- 3Quote sent
- 4Waiting for start date
- 5Done and handed over
You name the stages your way. This is how businesses in this field set them up most often.
All your leads in one place
From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.
SMS and e-mail go out on their own
A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.
All your jobs at a glance
Every lead has a card with its history. Drag it between stages and see where things are stuck.
Quotes as PDF
Put a quote together in the editor and send it by e-mail as a PDF. It stays saved with the customer.
Review requests
After a won job, send a link to leave a review on Google or Facebook.
On your phone and computer
Runs in the browser. On your phone you add LeedFox to the home screen, nothing to install.
What people ask
What is a CRM for tradespeople?
Software for tracking inquiries and jobs. Every customer has a card with their contact details, message history, quote and job stage. LeedFox also replies to each new inquiry by SMS and e-mail on its own, so none get lost while you're working.
Does this software also handle invoices and materials?
No. LeedFox tracks inquiries and jobs up to the point where the customer orders and you finish the work. Invoices, buying materials, inventory and timesheets are outside it, so keep using your accounting software for those.
I work alone, sometimes with a helper. Is it worth it?
It helps most exactly where nobody is sitting by the phone. If you bring on a helper, assign them a task, like measuring a bathroom, and they see their own leads.
How do I get jobs I already have going into LeedFox?
Upload your contacts with a CSV file, for example from an Excel spreadsheet, and drag them into the right stage in the pipeline. New inquiries then come in on their own.
Can I track jobs from my phone right on site?
Yes. LeedFox runs in the browser on your phone and your computer. On your phone you add it to your home screen, nothing to install.
Other industries
We will show you on your own leads
On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.